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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
1501
Action Point Financial Planning
Michigan
$3.25M +$2.09M +2,384 +351%
CA
1502
Cannon Advisors
North Carolina
$3.25M -$3.7M -4,212 -55%
VWM
1503
Venturi Wealth Management
Texas
$3.25M +$47.4K +54 +2%
SRA
1504
Secured Retirement Advisors
Minnesota
$3.25M +$1.13M +1,286 +73%
QWP
1505
Quotient Wealth Partners
Texas
$3.24M +$216K +246 +9%
DLA
1506
Douglas Lane & Associates
New York
$3.24M +$61.5K +70 +2%
CWS
1507
Cypress Wealth Services
California
$3.23M -$29K -33 -1%
PP
1508
PDS Planning
Ohio
$3.23M +$89.6K +102 +3%
PWM
1509
Purus Wealth Management
California
$3.22M -$9.66K -11 -0.4%
LRIA
1510
Leonard Rickey Investment Advisors
Washington
$3.21M -$878 -1 -0%
AL
1511
Aspiriant LLC
California
$3.2M +$127K +144 +5%
PFG
1512
Prosperity Financial Group
California
$3.2M -$83.5K -95 -3%
SWP
1513
Summit Wealth Partners
Florida
$3.2M -$8.79K -10 -0.3%
BA
1514
Birinyi Associates
Connecticut
$3.19M – – –
BHA
1515
Beech Hill Advisors
New York
$3.19M – – –
FCFC
1516
First Citizens Financial Corp
Iowa
$3.19M -$593K -675 -18%
DFCM
1517
Dark Forest Capital Management
Puerto Rico
$3.17M +$876K +997 +50%
HWA
1518
Heartwood Wealth Advisors
Virginia
$3.17M – – –
PWA
1519
Portus Wealth Advisors
North Carolina
$3.17M -$43K -49 -2%
MFC
1520
Mechanics Financial Corp
Ohio
$3.17M +$68.5K +78 +3%
ITFISA
1521
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.16M -$176K -200 -6%
UAS
1522
United Asset Strategies
New York
$3.16M +$594K +676 +29%
AAM
1523
Aureus Asset Management
Massachusetts
$3.16M -$1.06M -1,209 -29%
TCM
1524
Telos Capital Management
California
$3.16M +$14.1K +16 +0.5%
PIMG
1525
Patriot Investment Management Group
Tennessee
$3.16M +$179K +204 +7%
59 60
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